First Manhattan

First Manhattan Portfolio holdings

AUM $38.1B
1-Year Est. Return 20.52%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.52%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$16.4B
AUM Growth
+$49.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,537
New
Increased
Reduced
Closed

Top Buys

1
+$139M
2
+$38M
3
+$34.7M
4
SNDA icon
Sonida Senior Living
SNDA
+$25.5M
5
TBPH icon
Theravance Biopharma
TBPH
+$24.7M

Top Sells

1
+$68M
2
+$44.3M
3
+$35.7M
4
ZBH icon
Zimmer Biomet
ZBH
+$33.7M
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$26.5M

Sector Composition

1 Financials 37.47%
2 Healthcare 12.64%
3 Industrials 9.24%
4 Technology 8.7%
5 Consumer Staples 6.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1276
$3K ﹤0.01%
132
1277
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77
-436
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100
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-8
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4,000
1286
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350
1287
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1288
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1289
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1290
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51
-117
1291
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338
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141
-747
1295
$3K ﹤0.01%
+2,000
1296
$3K ﹤0.01%
184
-1,274
1297
$2K ﹤0.01%
30
-400
1298
$2K ﹤0.01%
37
1299
$2K ﹤0.01%
300
-14,338
1300
$2K ﹤0.01%
66
50 51
52
53 54